Top Funds / Bares Capital Management, Inc.


Brian Bares

2017Q4 Portfolio

SEC 13F Filing

Position #Shares $Value % # vs. 2017Q3 $ vs. 2017Q3
Interactive Brokers Group, Inc. 4,842,582 $286,729,000 11.99% +280,574 +$81,256,000
FASTENAL CO 3,733,384 $204,179,000 8.54% +70,469 +$37,223,000
COSTAR GROUP, INC. 621,563 $184,573,000 7.72% +21,558 +$23,622,000
Platform Specialty Products Co 16,549,499 $164,171,000 6.87% +47,864 -$19,822,000
GARTNER INC 1,284,122 $158,140,000 6.62% +145,204 +$16,447,000
ANSYS INC 1,068,507 $157,701,000 6.60% +17,775 +$28,745,000
NATIONAL INSTRUMENTS CORP 3,536,218 $147,213,000 6.16% +61,558 +$687,000
FACTSET RESEARCH SYSTEMS INC 761,077 $146,705,000 6.14% +88,810 +$25,623,000
MARKEL CORP 127,627 $145,384,000 6.08% +2,475 +$11,724,000
WATERS CORP /DE/ 745,719 $144,065,000 6.03% +16,771 +$13,204,000
Colfax CORP 3,599,952 $142,630,000 5.97% -158,874 -$13,888,000
BOX INC 6,186,716 $130,663,000 5.47% -204,745 +$7,180,000
Under Armour Inc 8,272,828 $110,194,000 4.61% +181,265 -$11,341,000
Alarm.com Holdings, Inc. 2,669,739 $100,783,000 4.22% -32,147 -$21,288,000
COMSCORE, INC. 2,397,505 $68,329,000 2.86% -114,700 -$3,897,000
TWILIO INC 2,273,877 $53,663,000 2.24% +395,471 -$2,407,000
e.l.f. Beauty, Inc. 2,038,065 $45,469,000 1.90% New +$45,469,000
AMERICAS CARMART INC 0 $0 0% Closed -$12,110,000
US Ecology, Inc. 0 $0 0% Closed -$33,255,000